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Alex Mathew Meduna

Focus Partners Wealth, LLC

Elkhorn, NE

St. Louis, MO

CRD 6306489

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Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-04-21
  • NE RA
    APPROVED
    Since 2026-04-21

Branch Locations

Elkhorn, NE • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Fremont NE 03/2014 03/2018
Fisher Investments Plano TX 03/2018 03/2026
Focus Partners Wealth, Llc St. Louis MO 03/2026 Present
Previous Registrations
  • 2018-08-27 → 2026-03-09
    Fisher Investments
    Edmond, OK
    Plano, TX
    Plano, TX
    Lewisville, TX
    Edmond, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-27
  • S65 Uniform Investment Adviser Law Examination
    2018-08-27
Other Names
  • Alex Mathew Meduna

View on SEC IAPD

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